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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: Math Junkie who wrote (1903)2/19/1999 5:04:00 PM
From: J Bertrand  Read Replies (1) of 3813
 


Richard,

I'll tell you one thing you haven't factored into the stock. PE ratio.
Novellus has a 45.9 pe while KLIC, KLAC, AMAT, and LCRX all have
PE's over 100. I think relative to the today's new method of evaluation
that Novellus is UNDER VALUED here.

I agree that plenty of good news is in the stock. But, really based
on how the other companies are being evaluated and based on how good
a company that NVLS is, the stock should be trading up another 20-30
points.

Sounds funny, but you can see for yourself. I think Novellus is building
again for the next launch. I don't think any news has to be confirmed
to have this stock make new highs. The only thing to look out for
is a btb lower than what is it previously. Look at the charts. It is
definately buidling for something. NVLS hit the 70's in January. Here
we are still in the high 60's and March is right around the corner.
Remember it is only 7 weeks until the next earnings report.
Expectation and emotion will drive this stock
higher.

Jeff Bertrand
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